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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
3151
Correct Capital Wealth Management
Missouri
$205K – – –
RHP
3152
Royal Harbor Partners
Texas
$204K -$145K -974 -42%
SFMG
3153
Sage Financial Management Group
Virginia
$204K -$1.49K -10 -0.7%
FWM
3154
Fingerlakes Wealth Management
New York
$204K -$20.1K -135 -9%
CL
3155
CSS LLC
Illinois
$204K +$202K +1,360 New
FCFC
3156
First Citizens Financial Corp
Iowa
$204K – – –
CWM
3157
Centricity Wealth Management
Ohio
$203K -$2.98K -20 -1%
WFA
3158
WMG Financial Advisors
Tennessee
$203K +$595 +4 +0.3%
FA
3159
FDx Advisors
Illinois
$202K -$2.83K -19 -1%
AWA
3160
Amplius Wealth Advisors
Pennsylvania
$202K -$4.17K -28 -2%
PFWA
3161
Paces Ferry Wealth Advisors
Georgia
$202K +$200K +1,347 New
DFA
3162
DHK Financial Advisors
New Hampshire
$202K -$6.1K -41 -3%
CA
3163
Calton & Associates
Florida
$202K +$200K +1,344 New
JLBC
3164
J.L. Bainbridge & Co
Florida
$201K – – –
TWM
3165
Tanager Wealth Management
United Kingdom
$201K +$2.08K +14 +1%
TFIPS
3166
Towarzystwo Funduszy Inwestycyjnych PZU SA
$201K +$2.98K +20 +2%
CWMS
3167
Cannon Wealth Management Services
North Carolina
$200K +$226K +1,520 New
EPW
3168
Endeavor Private Wealth
Kansas
$200K +$199K +1,336 New
FIC
3169
Family Investment Center
Missouri
$200K -$28.1K -189 -12%
BFIC
3170
Bedell Frazier Investment Counselling
California
$200K -$2.98K -20 -1%
FP
3171
Financial Perspectives
Minnesota
$200K -$9.82K -66 -5%
HCPC
3172
Hamilton Capital Partners (Canada)
$199K +$198K +1,329 New
TWD
3173
True Wealth Design
Ohio
$192K +$29.6K +199 +18%
RS
3174
Rakuten Securities
Japan
$192K +$127K +853 +200%
MME
3175
Meag Munich Ergo
Germany
$189K -$107K -716 -36%
125 126
127
128 129